Valley Wealth Managers’s SPDR S&P Regional Banking ETF KRE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$59 Sell
1
-455
-100% -$26.8K ﹤0.01% 291
2025
Q1
$25.9K Sell
456
-1
-0.2% -$57 ﹤0.01% 234
2024
Q4
$27.6K Buy
457
+455
+22,750% +$27.5K ﹤0.01% 244
2024
Q3
$113 Sell
2
-324
-99% -$18.3K ﹤0.01% 386
2024
Q2
$16K Hold
326
﹤0.01% 276
2024
Q1
$16.4K Buy
326
+41
+14% +$2.06K ﹤0.01% 250
2023
Q4
$14.9K Hold
285
﹤0.01% 263
2023
Q3
$11.9K Buy
+285
New +$11.9K ﹤0.01% 283
2019
Q1
Sell
-14,296
Closed -$669K 207
2018
Q4
$669K Buy
+14,296
New +$669K 0.09% 109